33 min
Momentum Investing in India with Anoop Vijaykumar Capitalmind Podcast
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- Investing
In this comprehensive discussion, Fund Manager and Head of Research Anoop Vijaykumar and Shray Chandra distil the key lessons from over five years of managing the Capitalmind Adaptive Momentum portfolio.
Get a concise overview of the principles of momentum investing driving the portfolio’s success.
Learn from our real-world lessons on why momentum investing works for long-term wealth creation
00:36 Introduction
01:54 Momentum strategy in the last 5 years
03:30 Difference between the fundamental and quantitive styles
08:00 Random correlations when backtesting a quantitive strategy
10:30 Capitalmind Adaptive Momentum strategy
15:05 Why does momentum investing work?
18:54 Lessons learned from 5 years of managing momentum strategy
26:00 Will momentum stop working
29:30 How can we get more out of the momentum strategy?
In this comprehensive discussion, Fund Manager and Head of Research Anoop Vijaykumar and Shray Chandra distil the key lessons from over five years of managing the Capitalmind Adaptive Momentum portfolio.
Get a concise overview of the principles of momentum investing driving the portfolio’s success.
Learn from our real-world lessons on why momentum investing works for long-term wealth creation
00:36 Introduction
01:54 Momentum strategy in the last 5 years
03:30 Difference between the fundamental and quantitive styles
08:00 Random correlations when backtesting a quantitive strategy
10:30 Capitalmind Adaptive Momentum strategy
15:05 Why does momentum investing work?
18:54 Lessons learned from 5 years of managing momentum strategy
26:00 Will momentum stop working
29:30 How can we get more out of the momentum strategy?
33 min